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Setup & Configure
Compass 360 System Requirements
Adding A New Compass User
Installing Compass 360
Adding Organization Details
Adding Organization Tax Id
Integrate Stripe Merchant Account
Setting Your Default Tax Rate
Creating Your Donation Page
Contact Us Privacy Policy & Terms Condition Links
Granting User Permissions To Staff
Customizing Your Compass User Instance
Enabling Compass Beta Features
Email Notifications
Updating The Compass 360 Admin Password
Setting Default Color Themes For Your Compass 360 Portals
Customizing The Layout Of The My Dashboard Module
Adding Images
Creating Reminders
Changing Password
Multiple Bank Accounts
Editing Phone Number Types
Adding Accounting Codes
Introduction
Module Overview
Constituents
Constituent Record
Merge Duplicate Constituents
Custom Relationships
Note Categories
Adding Custom Tags
Adding Custom Prefix & Suffix
Merging Duplicate Constituent Profiles
Adding Constituent Sub Types
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Moves Management
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Introduction To C360 Bi
C360 Bi Terminology
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Data Definitions
Income
Overview
Adding Income
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Processing Refunds
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Delete An Income Record
Linking Income To An Event Or Campaign
Soft Credits
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Credit Card Readers
Reviewing Payment Records
Income 2 0
Overview
Manage
Searching For Income
View & Edit Income
Batch Income Recording
Field Definitions
Advanced Letter Processing
Events
Create Event
Copying A Previous Event
Configure
Event Cms Setup
Revenue Goals
Expenses
Income Allocation Rules
Sponsors
Benefits
Levels
Signup Portal
Ticketing & Meals
Manage Event Tickets
Multi Session Ticketing
Event Ticket Receipts
Event Meals
Online Ticketing Portal
Tables Seating
Enabling Table Captains
Guest Self Management
Event Guest Portal Vs Table Captains Portal
Spur Of The Moment
Selling Online
Auction Setup
Auction Item Procurement
Manage
Sponsors
Guest List
Event Guests
Batch Matching Event Guests
Invoices & Receipts
Adding Additional Guest Of Slots
Email Guests
Guest Statuses
Merge Duplicate Guests
Manually Registering An Event Guest
Gratis & Zero Dollar Tickets
Check In
Removing An Event Attendee
Reassigning An Event Guest Slot
Tables & Seating
Table Captains & Seating
Inviting Table Captains
Table Captains Inviting Guests
Removing Table Selection From Ticketing Portal
Assigning Guests To A Table
Sales Recording
Paddle Call
Dessert Dash
Wine & Spirits Sales
General Sales
Card Draw Sales
Check Out
Individual
Event Checkout Receipts
Issuing Event Refunds
Batch
Email Options
Print Options
Closing Out Outstanding Balances Post Event
Auction
Procurement
Creating Packages
Package Assignment
Assign Bidder Numbers
Display Bidder Names By Bidder Number
Live Bid Recording
Reporting
Duplicating Procured Auction Items
Online Mobile Bidding
Mobile Bidding Auction Setup
Procurement
Creating Packages
Package Assignment
Inviting Guests
Inviting Constituents
Logging In To Bid
Bidding Portal Interface
View Results
Close & Check Out
Create Race Event
Gather Additional Information
Processing Purchased Sponsorships
Event Related Pledges
Creating Pledges From Event Sales
Creating Pledges From Paddle Call
Moving Your Event Across The Event Life Cycle Board
Campaigns
Campaign Set Up
Configuring A Campaign Portal
Managing Campaigns
Viewing Your Campaign Portal
Editing Campaign Names
Duplicating A Campaign
Closing A Campaign Portal
Deleting A Campaign
Corporate Giving Campaigns
Adding A New Corporate Campaign
Adding A Corporate Participant To Your Corporate Campaign
Corporate Participant Campaign Portal Settings
Accessing Corporate Participant Campaign Portals
Matching Pending Members
Payroll Deductions
Reporting For Corporate Campaigns
Memberships
Layout & Navigation
Configuration
Ordering Hiding Questionnaires
Accessing Self Management Portal
Archiving A Membership
Courses & Classes
Accounting
Transaction Lifecycle
Fund Allocation Overview
Fund Allocation Structure
Add A Fund
Edit A Fund
Adding Fund Designations To Your Donation Portal
Auto Allocation Rules
Manual Allocations
Reallocating Income
Allocation Reporting
Queries
Document Storage
Add A Document
Document Usage Definitions
Creating A Letter Template
Creating Editable Templates For Fixed Usage Types
Emails & Newsletters
Create An Email Template
Send An Email
Canceling Scheduled Emails
Email Types Unsubscribing
Email Address Clean Up
Removing On Behalf Email Masks
Mergeable Fields
Buttons & Images
Extended Actions
Email Broadcaster
Email Template Organization
Review Progress On Sent Emails
Searching For Records
Select & Run A Query
Viewing Query Results
Query Result Actions
Sorting & Filtering Query Results
Community Service
Setup User Access
Accessing The Community Services
Setup Services
Providing Service To Your Clients
Recording & Dispersing Gift Cards
Paying For Clients Bills
Digital Marketplace
Setup
Mailchimp Integration
Data Importing & Exporting
Import Column Definitions
Constituents
Income
Importing Basic Constituent Info
Exporting Constituent Tags
Updating Constituent Information
Enabling The Advanced Import Tool
Pledges & Recurring Payments
Create A Pledge
Setting Up Pledge Notifications
Updating Credit Cards Processors
Cancelling A Recurring Pledge
Pledge Portal Donor Notifications
Recording A Payment On An Existing Pledge
Questionnaires
Create
Question Options
Online Portal
Post Processing Steps
Distributing A Questionnaire
Questionnaire Submissions
Point Of Sale
Setup Products To Sell
Add Inventory
Add Store Locations
Add User Logins
Process A Sale
Creating & Applying Store Credits
Viewing Store Credits
Using Gift Cards
Barcode Scanner
Viewing Invoices
Emailing Invoices
Refunding Invoices
Record Donations Via Point Of Sale
Prospects
Volunteers
Tracking Hours
Funding & Grants
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Introduction to C360 BI
Introduction to C360 BI
Missed our Introduction to C360 BI? Check it out below!